客户经理
Account Executive
关于Plooto
Plooto是一家诞生于加拿大的金融科技公司，致力于为小型和中型企业提供财务力量，让他们按自己的方式取得成功。我们让支付更安全、准确、无忧，让企业及其会计师能减少在账本上的时间，自信地管理现金流，并每天做出更明智的决策。我们是一支以诚信、敏捷和热情构建产品的团队，正在寻找以客户为中心的专业人士加入我们，共同成长。
职位信息
地点：远程，印度
雇佣类型：雇主代表
我们正在寻找一名销售经理加入我们的SMB销售团队，帮助将Plooto的一体化AP/AR支付平台带给北美地区的小型企业。你将加入一个专注、有动力的团队，参与Plooto增长的重要阶段，有有意义的工作要做，并随着业务发展获得真正的成长机会。
你将主要负责处理来自正在探索更好支付管理方式的企业客户的温暖潜在客户线索。当有机会时，你也会进行有针对性的主动外呼，因此对这两种方式都需要熟悉。你将在直接塑造Plooto如何扩大SMB客户群方面发挥关键作用。
主要职责
- 负责SMB潜在客户的整个销售流程，从初步了解到最后成交，确保提供咨询式、以客户为中心的购买体验。
- 管理并转化一批持续的内部潜在客户线索，这些企业希望自动化和简化其应付账款和应收账款流程。
- 在需要时执行针对特定目标客户的主动外呼，对每个接触都保持同样的专业、以客户为中心的方法。
- 进行有说服力的初步电话沟通和产品演示，清晰地将Plooto平台与每个潜在客户的特定痛点和目标联系起来。
- 在Salesforce中保持良好的CRM记录，包括准确的管道阶段、及时的处置记录和高质量的交易备注，以支持团队范围内的预测。
- 与收入运营、产品和市场团队合作，确保顺畅的交接，并分享现场洞察，以改善我们的市场推广方式。
- 持续达到并超越每月绩效目标，包括成交交易数量、新订阅用户数和支付功能激活率。
- 分享与客户交流中的经验，帮助团队优化信息传递、对话路线和应对异议的策略。
资格要求
查看英文原文
About Plooto
Plooto is a Canada-born fintech company on a mission to give small and mid-sized businesses the financial power to succeed on their own terms. We make payments secure, accurate, and stress-free so businesses and their accountants can spend less time in the books, confidently manage cash flow, and make smarter decisions every day. We're a team that builds with integrity, agility, and heart, and we're looking for customer-minded pros who share our passion to join us as we scale.
About the Role
Location: Remote, India
Employment type: Employer of Record
We're looking for an Account Executive to join our SMB Sales team and help bring Plooto's all-in-one AP/AR payment platform to small and independent businesses across North America. You'll be joining a focused, driven team working through an important chapter in Plooto's growth, with meaningful work to do and real opportunities to develop as the business evolves.
You'll primarily manage a pipeline of warm inbound leads from businesses actively exploring better ways to manage their payments. When the opportunity arises, you'll also engage in targeted outbound outreach, so comfort with both motions is essential. You'll play a direct role in shaping how Plooto grows its SMB customer base.
Key Responsibilities
- Own the full sales cycle for SMB prospects, from initial discovery through close, ensuring a consultative and customer-first buying experience.
- Manage and convert a steady pipeline of inbound leads from businesses looking to automate and simplify their accounts payable and receivable processes.
- Execute outbound outreach to targeted prospect segments when needed, bringing the same disciplined, customer-first approach to every engagement.
- Conduct compelling discovery calls and product demonstrations that clearly connect Plooto's platform to each prospect's specific pain points and goals.
- Maintain disciplined CRM hygiene in Salesforce, with accurate pipeline stages, timely disposition logging, and quality deal notes that support team-wide forecasting.
- Collaborate with Revenue Operations, Product, and Marketing teams to ensure smooth handoffs and share field insights that improve how we go to market.
- Consistently meet and exceed monthly performance targets including deals closed, new subscriber numbers, and payment feature activation rates.
- Share learnings from customer conversations to help sharpen the team's messaging, talk tracks, and objection-handling playbooks.
Qualifications
Must-Have
- 3+ years of B2B SaaS or fintech sales experience with a consistent track record of quota attainment.
- Proven experience selling to small and independent businesses; you understand their buying behaviour, timelines, and decision-making dynamics.
- Comfortable running both inbound and outbound sales motions; you know how to generate momentum regardless of where a conversation starts.
- Strong discovery and qualification skills; you ask the right questions, listen actively, and tailor your pitch accordingly.
- Hands-on experience with Salesforce or a comparable CRM; you keep your pipeline clean and use data to manage your time well.
- Excellent written and verbal communication skills in English; confident on the phone and equally effective in async channels.
Nice-to-Have
- Background in payments, accounting software, or financial tools, or prior experience working with accountants and bookkeepers.
- Experience with sales engagement tools such as outreach sequencing platforms or VoIP tools like Aircall.
- Prior experience in a high-growth or fast-changing environment where you've had to adapt quickly as the playbook evolved.
- Familiarity with compliance considerations in financial software sales (e.g., CASL, TCPA).
Why Become a Plootonian?
If you're looking to make a meaningful impact, look no further. We're transforming the payments space in North America by delivering an unrivalled product experience to solve a real and pressing problem for SMBs.
The biggest reason small businesses fail is poor financial management and cash flow, and Plooto fixes that. We have strong product-market fit, a massive opportunity ahead, and the backing of experienced fintech leaders.
You'll join a team that cares deeply about customer impact, takes pride in our craft, and moves with urgency. We're just getting started, and you'll help shape the next chapter of our growth story.
Join Plooto and be part of a mission that matters.
Originally posted on Himalayas